Growth Metrics

InnovAge Holding (INNV) Tax Rate (2020 - 2026)

InnovAge Holding posted quarterly Tax Rate of 0.67% for Q1 2026, up 23.0% year-on-year from 0.55% in Q1 2025, and down 112.85% on a QoQ basis from 5.23% in Q4 2025.

InnovAge Holding (INNV) has 7 years of Tax Rate data on file, last reported at 0.67% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate rose 23.0% year-over-year to 0.67%; the trailing twelve-month figure through Mar 2026 stood at 14.0% (down 800.0% YoY), and the FY2025 full-year result was 3.87%, up 256.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 0.67%, down from 5.23% in the prior quarter.
  • Across five years, Tax Rate topped out at 56.37% in Q1 2022 and bottomed at 138.27% in Q2 2024.
  • The 5-year median for Tax Rate is 0.67% (2026), against an average of 3.24%.
  • The widest annual swing landed in 2024, when Tax Rate sank 13427 bps; it then soared 11906 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 21.55% in 2022, then sank by 112 bps to 2.49% in 2023, then surged by 90 bps to 0.25% in 2024, then surged by 2169 bps to 5.23% in 2025, then plunged by 113 bps to 0.67% in 2026.
  • The last three Tax Rate figures came in at 0.67% (Q1 2026), 5.23% (Q4 2025), and 3.12% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 HCA Healthcare 84.64 Bn 87.02 Bn 16.26 Bn 18.80
2 Tenet Healthcare 15.22 Bn 14.39 Bn 4.41 Bn 19.96
3 Davita 13.10 Bn 13.96 Bn 1.07 Bn 19.40
4 Encompass Health 10.50 Bn 11.12 Bn 1.34 Bn 19.54
5 Ensign 9.69 Bn 9.09 Bn 293.37 Mn 22.41
6 Universal Health Services 8.92 Bn 8.88 Bn 3.21 Bn 23.54
7 Fresenius Medical Care AG 7.31 Bn 4.93 Bn 22,843.10 Bn 88.41
8 Chemed 5.83 Bn 5.81 Bn 215.76 Mn 25.37
9 Pacs 5.76 Bn 5.51 Bn 345.96 Mn 29.07
10 InnovAge Holding 1.03 Bn 938.20 Mn 243.20 Mn -0.67

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 -0.67
Mar 31, 2026 -0.67
Dec 31, 2025 5.23
Dec 31, 2025 5.23
Sep 30, 2025 3.12
Sep 30, 2025 3.12
Jun 30, 2025 -19.21
Jun 30, 2025 -19.21
Mar 31, 2025 -0.90
Mar 31, 2025 -0.90
Dec 31, 2024 -0.25
Dec 31, 2024 -0.25
Sep 30, 2024 -7.61
Sep 30, 2024 -7.61
Jun 30, 2024 -138.27
Jun 30, 2024 -138.27
Mar 31, 2024 3.12
Mar 31, 2024 3.12
Dec 31, 2023 -2.49
Dec 31, 2023 -2.49
Sep 30, 2023 -2.11
Sep 30, 2023 -2.11
Jun 30, 2023 -4.00
Jun 30, 2023 -4.00
Mar 31, 2023 15.73
Mar 31, 2023 15.73
Dec 31, 2022 21.55
Dec 31, 2022 21.55
Sep 30, 2022 20.21
Sep 30, 2022 20.21
Jun 30, 2022 -4.83
Jun 30, 2022 -4.83
Mar 31, 2022 56.37
Mar 31, 2022 56.37
Dec 31, 2021 52.02
Dec 31, 2021 52.02
Sep 30, 2021 28.25
Sep 30, 2021 28.25
Jun 30, 2021 -16.54
Jun 30, 2021 -16.54
Mar 31, 2021 28.43
Mar 31, 2021 28.43
Dec 31, 2020 31.83
Dec 31, 2020 31.83
Sep 30, 2020 -11.00
Sep 30, 2020 -11.00
Jun 30, 2020 10.03
Jun 30, 2020 10.03
Mar 31, 2020 26.71
Mar 31, 2020 26.71